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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,337 | $55,932-11.8% | $76,735-35.7% | $67,986-27.4% |
| Participation rate | 10.2% | 50.8%-40.6pp | 69.5%-59.3pp | 57.2%-47.0pp |
| Annual return | 14.09% | 23.10%-9.0pp | 29.77%-15.7pp | 31.67%-17.6pp |
| Employer contribution / active EE | $348 | $1,487-76.6% | $2,454-85.8% | $2,019-82.7% |
| Participant deferral / active EE | $551 | $2,558-78.4% | $4,088-86.5% | $3,358-83.6% |
| Admin fee / account holder | $8,140 | $4,907+65.9% | $7,189+13.2% | $3,203+154.1% |